Practical playbooks for putting agents to work
A practitioner's guide to transfer pricing: what Section 482 requires, how to select a method under the best method rule, the documents that earn penalty protection, and where the hours go.
What each layer of a CPA firm tech stack actually does, what it leaves manual, how the stack changes by firm size, and an honest build-versus-buy framework for agents.
A preparer's guide to Form 5471: the five filing categories, what every schedule captures, the errors that trigger Section 6038 penalties, and what OBBBA changes for 2026.
A practitioner's guide to accounting automation: what each generation of tooling actually reaches, why projects fail inside real firms, how to pick the first workflow, and what to measure.
